Agents help legal services firms keep client matters moving and make room for legal judgment.
Send approved client agreements for signature and link each request to its case.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Send client engagement agreements for signature and file signed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Route approved client agreements to parties in signing order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved client agreements to their intended signers.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Prepare approved client agreements for signing and record each send.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Add client follow-up files to the existing matter review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
List missing contract files before a legal reviewer takes the case.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Hold changed contract exhibits for fresh matter review.
Keep your contract review and approval process current when exhibits change. Your legal administrator gets a linked review before the handoff moves forward.
Open a fresh legal review for corrected filing packets.
Get a fresh review request for a changed legal file, with the canceled decision linked and the handoff held for your legal administrator.
Add text from photographed evidence to the right legal review case.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
Send approved client agreements for signature and confirm each invitation.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Send approved client agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.